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Cooper/Haims Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
2,537
-5
| -0.2% | -$539 | 0.13% | 67 |
|
|
2025
Q1 | $302K | Sell |
2,542
-34
| -1% | -$4.04K | 0.16% | 57 |
|
|
2024
Q4 | $277K | Hold |
2,576
| – | – | 0.16% | 62 |
|
|
2024
Q3 | $302K | Hold |
2,576
| – | – | 0.17% | 59 |
|
|
2024
Q2 | $297K | Buy |
2,576
+475
| +23% | +$54.7K | 0.17% | 54 |
|
|
2024
Q1 | $244K | Sell |
2,101
-250
| -11% | -$29.1K | 0.14% | 70 |
|
|
2023
Q4 | $235K | Sell |
2,351
-431
| -15% | -$43.1K | 0.13% | 68 |
|
|
2023
Q3 | $327K | Sell |
2,782
-615
| -18% | -$72.3K | 0.25% | 45 |
|
|
2023
Q2 | $364K | Sell |
3,397
-2,287
| -40% | -$245K | 0.28% | 42 |
|
|
2023
Q1 | $623K | Sell |
5,684
-1,557
| -22% | -$171K | 0.5% | 28 |
|
|
2022
Q4 | $799K | Buy |
7,241
+4,617
| +176% | +$509K | 0.57% | 23 |
|
|
2022
Q3 | $229K | Sell |
2,624
-578
| -18% | -$50.4K | 0.19% | 58 |
|
|
2022
Q2 | $274K | Buy |
3,202
+24
| +0.8% | +$2.05K | 0.18% | 57 |
|
|
2022
Q1 | $262K | Buy |
+3,178
| New | +$262K | 0.17% | 61 |
|
|
2021
Q4 | – | Sell |
-3,531
| Closed | -$208K | – | 88 |
|
|
2021
Q3 | $208K | Sell |
3,531
-27
| -0.8% | -$1.59K | 0.13% | 72 |
|
|
2021
Q2 | $224K | Buy |
+3,558
| New | +$224K | 0.15% | 69 |
|
|
2020
Q1 | – | Sell |
-4,357
| Closed | -$304K | – | 56 |
|
|
2019
Q4 | $304K | Buy |
4,357
+199
| +5% | +$13.9K | 0.17% | 42 |
|
|
2019
Q3 | $294K | Sell |
4,158
-76
| -2% | -$5.37K | 0.18% | 38 |
|
|
2019
Q2 | $324K | Sell |
4,234
-415
| -9% | -$31.8K | 0.2% | 35 |
|
|
2019
Q1 | $376K | Sell |
4,649
-1,223
| -21% | -$98.9K | 0.24% | 31 |
|
|
2018
Q4 | $400K | Sell |
5,872
-8
| -0.1% | -$545 | 0.28% | 26 |
|
|
2018
Q3 | $500K | Sell |
5,880
-170
| -3% | -$14.5K | 0.34% | 23 |
|
|
2018
Q2 | $500K | Buy |
6,050
+882
| +17% | +$72.9K | 0.37% | 21 |
|
|
2018
Q1 | $386K | Buy |
5,168
+3
| +0.1% | +$224 | 0.34% | 25 |
|
|
2017
Q4 | $432K | Buy |
+5,165
| New | +$432K | 0.4% | 21 |
|